Toumi (Cayman) Limited is an internet adviser based in Beijing, Chaoyang District. It manages $18.51 million of regulatory assets for 2,095 client accounts. It has been registered with the SEC as an adviser since 2017.
Toumi (Cayman) Limited provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Toumi (Cayman) Limited is $18.51 million. $18.51 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Toumi (Cayman) Limited for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Toumi (Cayman) Limited is individuals with 2,095 clients and $18.51 million of assets under management. Among the 2 most similar advisory firms, Toumi (Cayman) Limited has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $18.51 million for 2,095 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Toumi (Cayman) Limited doesn't advise any private funds.
The company employs 50 people that are either part- or full-time employees. 14 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Frank Fuxing Wang has served as the Chief Investment Officer since 1 Aug 2017. Ning Nmn Tang joined the executive team most recently as the Shareholder.
The principal office where Toumi (Cayman) Limited performs its advisory services is located at 19/F,Tower A, Winterless Center, Beijing, Chaoyang District, 100000, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 18601088500. The normal business hours are 9:30am -6:30pm on Monday - Friday. You can find more information about the New York firm at itoumi.com.